K
$85.0M Total AUM
$85.0M Disc. AUM
-- 3Y CAGR
1 Employees
152 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-09-2017
- Office Locations
- 1
Office Locations
4500 Rockside Road Suite 440 Independence OH
About Kedzior Wealth Management LLC
Kedzior Wealth Management LLC is a Independence-based RIA. The firm has been operating for 8 years. Managing $85.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
37 AVG AGE
$85.0M AVG AUM / ADVISOR
$558.9K AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOSIAH DAVID KEDZIOR
Chief Compliance Officer, Managing Member
- CRD
- #5870887
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,956,622 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,956,622 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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